AKAZ INVESTMENT PARTNERS LP
Adviser information for AKAZ INVESTMENT PARTNERS LP last updated from Form ADV on February 21st, 2023. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Partnership |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 3 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 3 | $78.2M |
| Non-Discretionary | 0 | $0 |
| Total | 3 | $78.2M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 3 | $78.2M |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 67 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based fees |
| Other Business Activities | Commodity pool operator or commodity trading advisor |
Identifiers
| SEC RIA File Number | 801-113432 |
|---|---|
| SEC ERA File Number | 801-113432 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 296991 |
| Legal Entity Identifier | 549300NB6M5MJPVMSP60 |
Principal Office
1450 BRICKELL AVENUESUITE 2510
MIAMI
FL
United States
Monday - Friday, 9:00 AM - 5:00 PM
Tel: (305) 351-1027, Fax: (305) 489-8210
Websites
Chief Compliance Officer
ADAM ZIMBLER
PARTNER AND PRESIDENT
1450 BRICKELL AVENUE
SUITE 2510
MIAMI
FL
United States
Tel:
(305) 351-1027
A***@***************M
(Full email address available in API data)
Industry Affiliates
| AKAZ ONSHORE FUND GP LTD | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| AKAZ MASTER FUND LTD | Hedge Fund | $78.2M | $25.0M | 3 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| ZIMBLER, ADAM, FISHMAN | Individual | – | PRESIDENT AND LIMITED PARTNER, CHIEF COMPLIANCE OFFICER | 04/2018 | 25-50% |
| KHAN, AHSIM, RAZA | Individual | – | CHIEF INVESTMENT OFFICER & LIMITED PARTNER | 03/2018 | 50-75% |
| AKAZ INVESTMENT PARTNERS GP LLC | Domestic Entity | – | GENERAL PARTNER | 03/2018 | < 5% |
| KHAN, AHSIM, RAZA | Individual | AKAZ INVESTMENT PARTNERS GP LLC | MANAGING MEMBER | 03/2018 | > 75% |
| ZIMBLER, ADAM, FISHMAN | Individual | AKAZ INVESTMENT PARTNERS GP LLC | MEMBER | 04/2018 | 25-50% |